Waypoint Rewards

Where being a good investor counts for something

Through years of serving investors, we know the number one determinant of outcome is investor behavior. We want to reward good habits and behaviors.

Therefore, we created Waypoint Rewards, a loyalty program that gives clients an across the board, permanent fee reduction when they have been a client for at least three years. To be eligible for the Waypoints Rewards program, clients must:

• Have at least $1,000,000 in assets under management, excluding group retirement plans.

• Have been a client for at least three years.

• Have adhered to and maintained their financial plan.

Waypoint Rewards are awarded on client anniversary and we look forward to giving our first Waypoint Rewards soon.